
President and Chief Executive Officer at Exeter 1031 Exchange Services, LLC
Greater San Diego Area

President and Chief Executive Officer at Exeter 1031 Exchange Services, LLC
Greater San Diego Area
Exeter 1031 Exchange Services, LLC is a national institutional Qualified Intermediary that administers 1031 Exchange transactions pursuant to Section 1031 of the Internal Revenue Code (also known as a like-kind exchange, delayed exchange, or starker exchange).
Exeter has offices in San Diego (HQ), Irvine, Ontario, Bakersfield, Fresno, San Francisco, California, as well as Springfield, New Jersey, and Winston-Salem, North Carolina.
You can reach our national corporate headquarters office at (619) 615-4210, toll free at (866) 393-8370, or ask any 1031 exchange related question via email at ask@exeterco.com.
You can contact our branch office nearest you by calling (866) 393-8377.
Our services include forward, reverse and improvement (build-to-suit/construction) 1031 Exchanges for both real estate and personal property.
We administer all types of 1031 exchange transactions in all 50 states and have the capability to administer exchanges involving foreign assets as well.
Our clients include individual, corporate and institutional investors/taxpayers.
We also offer advisory and consulting services.
(Privately Held; 11-50 employees; Real Estate industry)
February 2006 — Present (2 years 10 months)
Exeter 1031 Exchange Services, LLC is a national Qualified Intermediary that administers tax-deferred exchange transactions pursuant to Section 1031 of the Internal Revenue Code.
Exeter Fiduciary Services, LLC is a private fiduciary services company serving as Trustee for Title Holding Trusts and other types of trusts as well as serving as Custodian for various custodial accounts and relationships.
(Privately Held; 11-50 employees; Real Estate industry)
May 2002 — February 2006 (3 years 10 months)
Diversified Exchange Corporation is a national qualified intermediary for 1031 exchange transactions.
(Privately Held; 11-50 employees; Real Estate industry)
August 1989 — January 2002 (12 years 6 months)
Chicago Deferred Exchange Corporation is a national qualified intermediary for 1031 exchange transactions.
(Privately Held; 11-50 employees; Financial Services industry)
August 1989 — January 2002 (12 years 6 months)
The Chicago Trust Company of California was an independent trust company licensed by the California Department of Financial Institutions to conduct a trust and investment management business, including tax-deferred like-kind exchange services.
(Real Estate industry)
1986 — 1988 (2 years)
(Commercial Real Estate industry)
1981 — 1986 (5 years)
Bachelors of Science, Accounting, 1985 — 1989
Founding Member of the Federation of Exchange Accommodators, Member of the Tenant-In-Common Association (TICA), Member of the California Escrow Association and its chapter San Diego County Escrow Association, involved with Nor-Cal Escrow Association, San Diego CCIM, San Diego CREW.